Pictet Group
Analyses et articles macroéconomiques
Weekly house view | Central Bank Divergence
Outlook 2025 ‒ China
Outlook 2025 ‒ US
Outlook 2025 ‒ Euro area
Outlook 2025 ‒ Switzerland
Weekly house view | Hawkish Fed cut
Weekly house view | A time of transition
Chute du gouvernement français. Et maintenant?
Monthly house view | Outlook 2025
Perspectives annuelles pour 2025
Weekly house view | Barnier on the brink
In conversation with Carmen Reinhart
UK Autumn Budget: “Invest, invest, invest”
Weekly house view | The Trump put
Weekly house view | Trump’s hawkish team spoils the party
Weekly house view | America first won, let’s hope it’s not America alone
Trump wins US election, claims “powerful mandate”
Baromètre: les actions américaines ont davantage à offrir
Weekly house view | And the winner is…
The Ugly Truth
Weekly house view | Another surprising election result
Réseaux électriques: une modernisation positive
Une économie en transition
Weekly house view | SpaceX soft landing, US economy next?
We are more constructive on European government bonds
US election countdown
Conflits, élections, corrections de marché: «naviguer» à travers le bruit des marchés financiers
Weekly house view | Neither green nor red
Weekly house view | Rates rethink
Monthly house view | October 2024
Baromètre: Au tour des marchés émergents de briller
Weekly house view | Xi’s “whatever it takes” moment?
The great German stagnation
Emerging market local currency sovereign bonds - Update
Weekly house view | Rates recalibration
Fed: frontloading to secure a soft landing
Precious Metals: Gold
High yield credit: update
Weekly house view | Que sera, sera
Core sovereign bonds: update
Taking the pulse of Chinese household spending
Policy normalization or labour market rescue?
Weekly house view | Un-inverted
Switzerland: macro update
Monthly house view | September 2024
Baromètre: Des conditions favorables pour les actions suisses et financières
Euro area private consumption
Weekly house view | Waiting for the Fed
Weekly house view | All that glitters is not gold
Euro area wages
A ‘new normal’ for large economies
Gearing up for change
The economic costs of a shifting geopolitical landscape
Weekly house view | Ukraine strikes back
Weekly house view | Flash crash in Japan
Global Equities - Taking stock after the shock
How efficient is monetary policy transmission in the UK?
Macro update: growth scare vs. recession risks
Weekly house view | The Good, the Bad and the Ugly
Weekly house view | Out of the race
The BOJ’s path to normalising monetary policy
What if US imposes a 60% tariff on Chinese imports?
Precious Metals: Gold
The impact of US elections on asset classes
2024 US Election | High-stake agendas
Weekly house view | US rate cut in sight
Switzerland Update
Monthly house view | July 2024
France: FAQ post élections
Weekly house view | Fragile France
Baromètre: Ne pas surestimer l’impact du politique sur les marchés
Weekly house view | Down but not out
UK elections: “securonomics” vs. “bold action ”
France: political uncertainty and fiscal risks
Secular outlook 2024
Weekly house view | US presidency debate: first round
Weekly house view | Macron’s gamble
European real estate: from headwinds to tailwind
Weekly house view | Europe turns right
Spread widening in credit could raise cash’s appeal
Monthly house view | June 2024
A shift in the pace, not in the path
Baromètre: Maintien de la surpondération des actions alors que l’économie mondiale évite le ralentissement
No more excuses — central bankers need to get back ahead of the curve
Weekly house view | Back to T+1 (after a century!)
US rate cuts delayed, not derailed
Weekly house view | UK elections on 4 July
Euro area wages: the final check
Weekly house view | Roaring Kitty is back
Barometer: Stars align for European equities
Weekly house view | Europe makes its move
In conversation with Nader Mousavizadeh
Weekly house view | Delayed but not derailed
Monthly house view | May 2024
Weekly house view | M&A pick up
Global Mobility and Switzerland: A Wealth Planning Perspective
UK: paving the way for BoE easing
The taxman cometh
L’équation budgétaire se complique pour la France
Weekly house view | The pivot from the pivot